Lead Credit Portfolio Consultant
Wells Fargo
Lead Strategy and Planning Consultant
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: New York City • California, Minnesota, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $119,000 - $224,000 per year
Job Level
Senior
About the role
- Lead complex, high-impact initiatives across payment products including alternative payment methods (APMs), debit, account-to-account (A2A), and digital wallets.
- Drive large-scale planning efforts that shape the future of payments and elevate customer experience.
- Provide principal-level strategic consulting to internal stakeholders and senior leadership.
- Represent Wells Fargo on industry boards and committees focused on payments innovation and emerging financial technologies.
- Analyze long-term challenges, including fintech disruption and competitive threats, to inform strategic direction.
- Identify and evaluate strategic investments and partnership opportunities in high-growth areas.
- Make decisions in complex, ambiguous situations that influence cross-functional teams and drive new initiatives.
- Mentor junior team members and foster a culture of innovation and strategic thinking.
- Approve and refine processes for strategic opportunities, including wallet partner ROI frameworks and cross-border margin strategies.
- Collaborate across all levels of the organization to resolve issues and align on strategic goals.
- Partner with executive leadership to define business strategy and execute aligned business plans.
- Communicate strategic plans and priorities to senior management, ensuring alignment with market trends and enterprise objectives.
- Deliver actionable market and competitive insights to inform leadership decisions and guide strategic planning.
Requirements
- 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of experience in strategy consulting, market sizing, and competitive analytics
- Experience in payments, fintech, or financial services strategy, with a strong understanding of industry dynamics.
- Proven track record in competitive intelligence, market analysis, and delivering actionable insights.
- Exceptional executive communication skills and ability to engage and influence senior stakeholders.
- Familiarity with digital wallet ecosystems, cross-border payment infrastructure, and emerging payment technologies.
- Demonstrated ability to lead and influence cross-functional teams in a matrixed environment.
- Proven commitment to continuous learning and staying ahead of market trends, innovations, and regulatory developments.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
strategy consultingmarket sizingcompetitive analyticscompetitive intelligencemarket analysispaymentsfintechfinancial services strategydigital wallet ecosystemscross-border payment infrastructure
Soft skills
executive communicationinfluencing senior stakeholdersleading cross-functional teamsmentoringstrategic thinkingcollaborationproblem-solvingdecision-making in ambiguityfostering innovationcontinuous learning
